Summary
Overview
Work History
Skills
Timeline
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Andrew Waligorski

Okeechobee,FL

Summary

Dynamic Business Analyst Manager with a proven track record at InvestCloud, excelling in business process improvement and critical thinking. Spearheaded an enterprise data strategy, enhancing data accessibility and operational efficiency. Became a key stakeholder in Reconciliation between accounting system and portfolio accounts. Adept at requirements gathering and fostering teamwork, driving impactful solutions that align with stakeholder needs and elevate user satisfaction.

Overview

12
12
years of professional experience

Work History

Business Analyst Manager

InvestCloud
05.2023 - Current
  • Took on ownership of our reconciliation tool that is used to reconcile portfolio accounts to multiple different custodians.
  • Coordinated client deliverable for clients across the globe, while working with teams from India, UK, Canada and US.
  • Analyzed complex data sets to identify data points needed for seamless integration.
  • Championed a customer-centric approach, collaborating closely with stakeholders to understand their needs and deliver tailored solutions.
  • Evaluated the effectiveness of current systems, recommending upgrades or replacements as necessary to support evolving business needs.
  • Improved operational efficiency by streamlining business processes and implementing automation solutions.
  • Mentored junior analysts, providing guidance on best practices and fostering a culture of continuous learning.

Senior Business Analyst

InvestCloud
05.2021 - 05.2023
  • Managed stakeholder expectations through transparent communication and timely status updates, ensuring alignment between project deliverables and business objectives..
  • Facilitated requirement gathering workshops, resulting in clear project objectives and deliverables.
  • Improved project efficiency by analyzing business processes and identifying areas for improvement.
  • Mentored junior analysts on best practices for business analysis techniques, fostering professional growth within the team.
  • Supported leadership team with reporting, analysis, and business presentations to inform divisional strategies.
  • Streamlined workflow for better productivity with the implementation of new software solutions.
  • Collaborated with cross-functional teams, ensuring a cohesive approach to business analysis.
  • Analyzed data to identify root causes of problems and recommend corrective actions.
  • Collaborated with stakeholders to identify business needs and data sources.
  • Generated ad-hoc reports to evaluate specific business requirements.
  • Provided technical support for troubleshooting analytics and reporting issues.

Business Analyst

InvestCloud
04.2020 - 05.2021
  • Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
  • Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
  • Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
  • Improved business processes by analyzing current practices and recommending optimization strategies.
  • Optimized workflow processes to enhance overall productivity and achieve operational excellence.
  • Interacted with internal customers to understand business needs and translate into requirements and project scope.
  • Supported software development projects by defining clear requirements and effectively communicating them to technical teams.

Client Support Specialist

InvestCloud
12.2018 - 04.2020
  • Collaborated closely with cross-functional teams to ensure comprehensive resolutions for clients'' concerns.
  • Achieved high levels of customer satisfaction, consistently meeting or exceeding performance metrics.
  • Actively participated in weekly team meetings, contributing valuable insights from direct client feedback.
  • Delivered outstanding service to clients to not only maintain but to extend relationship for future business opportunities.
  • Provided exceptional service to clients by understanding their unique needs and offering tailored solutions.
  • Managed multiple tasks simultaneously, ensuring all deadlines were met without compromising quality standards.
  • Interacted with team members across departments to research and resolve customer issues.
  • Responded to all client inquiries and asked appropriate questions to facilitate resolution.

Senior Account Manager

InvestCloud
09.2013 - 12.2018
  • Championed a customer-centric approach, collaborating closely with stakeholders to understand their needs and deliver tailored solutions.
  • Evaluated the effectiveness of current systems, recommending upgrades or replacements as necessary to support evolving business needs.
  • Analyzed complex data sets to identify trends and opportunities for process improvement.
  • Spearheaded the development of an enterprise data strategy, ensuring data quality and accessibility across all departments.
  • Improved operational efficiency by streamlining business processes and implementing automation solutions.
  • Mentored junior analysts, providing guidance on best practices and fostering a culture of continuous learning.

Skills

  • Critical thinking
  • Business process improvement
  • User acceptance testing
  • SQL proficiency
  • Requirements gathering
  • Teamwork
  • Teamwork and collaboration
  • Problem-solving
  • Time management
  • Attention to detail
  • Reliability
  • Excellent communication
  • Team collaboration
  • Effective communication
  • Decision-making

Timeline

Business Analyst Manager

InvestCloud
05.2023 - Current

Senior Business Analyst

InvestCloud
05.2021 - 05.2023

Business Analyst

InvestCloud
04.2020 - 05.2021

Client Support Specialist

InvestCloud
12.2018 - 04.2020

Senior Account Manager

InvestCloud
09.2013 - 12.2018

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Andrew Waligorski